Wermuth, David, Jay

Ownership stakes

• Stone Point Credit Income Adviser Llc
  Managing Director And General Counsel · Less than 5% · Dec 2024
• Tree Line Capital Partners, Llc
  Managing Member · 75% or more · Sep 2024
• Sound Point Capital Management, Lp
  Limited Partner · Less than 5% · Aug 2024
• Stone Point Credit Adviser Llc
  Managing Director And General Counsel · Less than 5% · Jul 2024
• Stone Point Capital Llc
  Co President, General Counsel, Chief Operating Officer And Member Of Spc Field Partners Llc · Less than 5% · Jul 2024
• Lincoln Advisory Group, Llc
  Sole Member · 75% or more · Mar 2024
• Lpc Realty Advisors I, Llc
  Sole Member · 75% or more · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗